Tag Archives: MSBI

Excel Tip #24: Removing “Buttons” from Excel Charts

As I mentioned in my original post, Exploring Excel 2013 as Microsoft’s BI Client, I will be posting tips regularly about using Excel 2013 and later.  Much of the content will be a result of my daily interactions with business users and other BI devs.  In order to not forget what I learn or discover, I write it down … here.  I hope you too will discover something new you can use.  Enjoy!

Annoyed by the Buttons, Remove Them

This is one of my shortest tips, but many users who are new to Excel charts look to remove the field buttons on the charts. See the image below to see what we are talking about.

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It is really simple to hide them or turn them off. You can manage the field buttons on the ANALYZE tab on the POWERCHART TOOLS. If you want to turn all the buttons off, you only need to click the Field Buttons button which will look “unselected” and all the buttons are gone. If you want to remove only some of the buttons, expand the selection on the button and select or deselect what you want to see. (Although I am not a fan of buttons in dashboards because they are ugly.)

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Here is the same chart without buttons. Be sure when you are designing your dashboards, you turn the buttons off so you can see how the chart looks for deployment. Buttons take up a lot of real estate in the chart. When they are removed your chart could look very different.

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Chart Filter Buttons

One use case that I want to highlight is using filters on chart. When you add a filter for your chart, you need to use a field button to interact with the filter. The nice part about hiding the buttons and deploying to Excel Services, you can apply an underlying, hidden filter. However, if you want to change the filtered option you need to unhide the field buttons. If you want users to apply filters, you should use slicers not the filter option. Slicers are a much better user experience.

Excel Tip #23: Adding a Trendline to Your Chart

As I mentioned in my original post, Exploring Excel 2013 as Microsoft’s BI Client, I will be posting tips regularly about using Excel 2013 and later.  Much of the content will be a result of my daily interactions with business users and other BI devs.  In order to not forget what I learn or discover, I write it down … here.  I hope you too will discover something new you can use.  Enjoy!

Value of a Trendline

Adding a trendline to a chart visually projects the current trend over time or other axis. Adding a trendline to a chart is very easy. I am going to look at two usages – one over time and one over age ranges. Excel supports a variety of trendlines to meet specific data stories. I typically use linear and logarithmic depending on which seems to show the trend the best. However, Excel also supports polynomial, power, exponential and moving average trends. If you want to know more about the formulas and the properties applied check out Microsoft’s support article on trendlines.

Adding a Trendline Over Dates

This is the most common use of a trendline. As you use columns or bars to represent data for each time period, you add a trendline to see how the data is changing. First, create a chart with data represented over time. In my example, I am looking at game usage on cell phones as a percent of polled users over time. Here is my chart without the trendline.

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In order to add a trendline, click the cross image next to the chart. It will open up the Chart Elements menu. In this menu click the arrow by Trendline to see your options. If you just select Trendline, it will add a linear trendline by default.

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Once you select trendline, you can hover over the various trendline types to see how they will be displayed on the chart. In order for this to work, you must have the Trendline option selected. Here is my chart with the linear trendline applied.

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Adding a Trendline Over Age Ranges or Non-Date Data

The other option is to use a non-date based trendline. In order to make sense the axis should still be sequential in nature. In my example, I am going to swap the date out for the age range of the responses. I am also using the Exponential trendline in this.

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As you can see here, we can see that younger users are more apt to play games. The trend works because the data being reviewed is sequential.

Multiple Trendlines

You can also have more than one trendline on a chart. There are two scenarios that I will show here. In the first scenario, you can add two types of trendlines to your chart. To add another trendline, you go to the cross and select the trendline type you want to add. If you get the wrong one created, unselect the trendline option and reapply. Here is my Game Usage by Age example with the linear trendline added.

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You can also do this with multiple data points. I am going to add Internet Usage % to the chart and compare as well. When you select the Trendline option, it will open a new dialog box allowing you to select the metric you want to trend. So, in our use case we select Game Usage % for the first trendline. It will match the trendline color to the bar color. Now open the Chart Elements menu and select the arrow and choose linear again. This will let you choose the value to be trended. We then select the Internet Usage % and we get two linear trendlines on the chart.

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Here you can see the year the trends “cross”. It allows for some other interesting visualizations you can add to your Excel dashboard.

Excel Tip #22: Combo Charts – Out of the Box Functionality

As I mentioned in my original post, Exploring Excel 2013 as Microsoft’s BI Client, I will be posting tips regularly about using Excel 2013 and later.  Much of the content will be a result of my daily interactions with business users and other BI devs.  In order to not forget what I learn or discover, I write it down … here.  I hope you too will discover something new you can use.  Enjoy!

Creating a Combo Chart

Excel supports a couple of options for overlaying lines on bars or columns. The most common method is to use the combo chart. In this option, you would put metrics into the chart and then select which is the bar and which is the line. This is particularly helpful when using different types of metrics such as counts and percentages. To set this up, you create the initial chart with the metrics you want and then change the type. In the example below I have text and email usage counts with internet usage as a percentage in a column chart.

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Select the Change Chart Type option on the PIVOTCHART TOOLS menu.

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In the dialog that is opened, choose Combo Chart at the bottom. Excel will separate the values into lines and columns. In my case, it picked correctly, but be sure to check as it does not do what you want all the time. Because I am using percentages and counts, I want to have a secondary axis. My result is below. We can now look at percentages and counts in the same chart.

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This functionality can only be used with column charts and lines or areas. The value is being able to show two types of data on the same chart. Up next, we will look at overlaying charts in Excel which gives you more design options for your dashboard.

Exploring Excel 2013 for BI Tip #16: Exposing “Values” from a Tabular Model

As I mentioned in my original post, Exploring Excel 2013 as Microsoft’s BI Client, I will be posting tips regularly about using Excel 2013.  Much of the content will be a result of my daily interactions with business users and other BI devs.  In order to not forget what I learn or discover, I write it down … here.  I hope you too will discover something new you can use.  Enjoy!

From Power Pivot to SSAS Tabular

As companies move through the cycle of building Excel based solutions for business intelligence and analytics, they eventually end up with a SQL Server Analysis Services Tabular Model. The tabular model comes into play when you need more data in your model or want to support more granular security.

Up to this point, users have been happily using Power Pivot models in Excel to build their analysis solutions. However, once the model is deployed to tabular some functionality or interaction with the model changes in significant ways.

To summarize this point, power users or data modelers will create Power Pivot models in Excel. These models may or may not be deployed SharePoint, but they need to take them to the next level. You can migrate a Power Pivot model to tabular with ease by using the import option in SQL Server Data Tools.

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Interacting with Power Pivot

I started by creating a simple Power Pivot model using Adventure Works DW data based on the Internet Sales fact table. I am using seven tables in my model as shown here.

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I am not going to add any calculated measures to the model because Power Pivot allows me to use the data as it sets. Next we create a pivot table based on this model. I dropped the Fiscal Year onto rows and added OrderQuantity and ExtendedAmount to the values region. When OrderQuantity and ExtendedAmount are added to the pivot table, Excel defaults to a sum calculation when working with the data. Basically Excel creates the calculation for you based on what it knows about the data.

The point here is that I have data that can be used as values without doing any additional work with the model. I saved the workbook, closed Excel and moved on to the next step.

Interacting with Tabular

First we need to convert the Power Pivot model to a tabular model. Which is done by importing the model we just saved in SQL Server Data Tools. Once we have the project open, we need to deploy the model to a SSAS tabular instance so we can connect to it with Excel.

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Now that it has been deployed to SSAS we can reopen our workbook and add a connection to the tabular model. In the field list we notice three differences now that the model is tabular.

1. The SUM symbol (sigma) is used to highlight values or measures that can be calculated.

2. The values we created in the Power Pivot model show up here.

3. In the Values section, “_No measures defined” is shown.

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When working with multidimensional models, the Values section are represented the same. That makes sense as the connection that Excel is using is based on MDX not DAX. This significantly changes the user experience.

Let’s add a new measure to our Power Pivot model and try to do the same in the tabular model. We can still drop the DiscountAmount into the values section in our pivot table based on Power Pivot. However, when we try to do the same on tabular we get an error saying that we cannot add it to that area of the report.

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In order for us to use DiscountAmount as a measure we will need to create an OLAP measure (See Excel Tip #8 for details) to use it in this Excel workbook or we will need to add it as a calculated measure in tabular and redeploy for it to be available.

What’s Happening

Because Excel treats a tabular model the same as a multidimensional model in SSAS you will need to add calculated measures for all measures you want to use as values in pivot tables in Excel. Multidimensional models are highly structured using the dimension and measure group techniques. While tabular “feels” like Power Pivot, to be used by Excel it needs to appear structured like multidimensional cubes.

Making this more interesting is that Excel uses MDX to communicate with tabular models, not DAX. As a result, we are able to use the OLAP tools in the PivotTable Tools ribbon.

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This option is not available when working with Power Pivot models in Excel.

Impact to Users

Overall the impact to users, in particular power users and report builders, is that they have less “freedom” to design when using a tabular model. If they want to add more calculations, they need to be familiar with MDX. Furthermore, if they want the calculations to be generally available they need to work with IT to deploy updated models.

Hopefully we will see DAX supported interaction with SSAS in the future, but for the moment you need to understand how tabular and Power Pivot differ when using pivot tables in Excel.

Exploring Excel 2013 for BI Tip #11: Color Scales

As I mentioned in my original post, Exploring Excel 2013 as Microsoft’s BI Client, I will be posting tips regularly about using Excel 2013.  Much of the content will be a result of my daily interactions with business users and other BI devs.  In order to not forget what I learn or discover, I write it down … here.  I hope you too will discover something new you can use.  Enjoy!

Using Color Scales

In the last tip we covered using conditional formatting with Data Bars. Next up is Color Scales.

What Are Color Scales?

Color Scales are a conditional formatting feature that can be applied to cells in Excel.  Color scales “color” the cell based on the data that the formatting is applied to.  The color scale feature works with pivot tables and standard cells in Excel.  Our focus will be on using color scale with pivot tables.

You will find the option to add data bars on the Conditional Formatting button on the HOME ribbon as shown below.

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First starting with a single column, we can use use Quick Analysis or the Ribbon to apply our Color Scale rules. While the data bar used size to highlight the differences in the data, color scales will, obviously, use color. The most common color scale to use is to use Red for lower numbers to green for higher with yellow or white in the middle. Let’s apply that to our column of data.

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This is particularly effective when working with percentages or other values where red can mean “bad”.  Keep in mind that you can change the order of the color scaling so that a higher number can be red as well.  You can also use two color scales when that is all that is needed.  I have used two color scales in cases where only two values are present such as a Boolean value.

When setting up the formatting, you may notice a “box” in the corner.  This can be used to tell Excel how to apply the formatting.

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This works great when you pick the first cell in question then use this short cut to set the formatting based on how you want to apply the changes. The  only rule type that applies in this scenario is the “Format all cells based on their values” which options are shown in the shortcut.

While a very simple visualization technique it can be to highlight differences in a compelling way.

Next tip will cover Icon Sets. See you then.